What we do

At HDA Wealth Management, we provide expert wealth management services tailored to your unique financial goals. Our experienced team offers personalized investment strategies, retirement planning, estate planning, and more to help you achieve long-term financial success.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Welcome to HDA Wealth Management

At HDA Wealth Management, we believe a holistic approach is the foundation of developing a successful financial strategy. Understanding each client's unique situation and building a long-term partnership are key to designing a plan that may help achieve their goals and aspirations. It is a privilege to work with our clients to create a plan that may not only make a sustainable future for them, but a legacy for their loved ones.

We encourage you to explore our site and learn more about the services we offer. Should you have any questions or would like additional information, please feel free to call us at (330) 980-0741. We look forward to discussing how our firm can elevate your current plan.

Newsletters

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Car Affordability

How much can you afford to pay for a car?

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